Client Service Consultant Operations: Indexing

1 week ago


Bellville, South Africa Sanlam Limited Full time

Location: Tygervalley, Western Cape, ZA Job purpose The Client Service Consultant Operations: Indexing will contribute to the high standard of quality by efficiently verifying and allocating various instructions to the different teams, received by Glacier. Key outcomes Verifying of instructions received in our various mailboxes, accurately verifying and directing the instructions received from internal and external parties on the internal workflow system according to specific work types. Indexing and scanning of documentation on the company’s internal system within Service Level Agreement times. Investigating causes of undelivered mail (post or email) and rectifying the address on record where necessary. Recon of all incoming emails and faxes. Technical care Training will be a combination of online, classroom and self-study which must all be attended. Complete and pass all assignments and assessments within the agreed timeframe. Ensure that you have an understanding of all Glacier’s offerings and the ability to apply that understanding to daily outputs. Protecting the Glacier Brand and building relationships Play a key role in fostering client centric behaviour for retention of clients. Build and establish relationships with internal departments to enhance organisational effectiveness and efficiency. Active participation in the business’s continuous improvement by identifying and proposing solutions to process and service-related failures. Actively displaying the Glacier Culture. Ad hoc tasks Client service project involvement as required. Resolving queries received from various stakeholders timeously. Assist the Processing Floor where assistance is required. Qualifications and experience Matric / Grade 12 Relevant tertiary qualification (Advantageous) 1 year’s experience in finance or investment industry Ability to communicate fluently (verbal and written) in both Afrikaans and English Client Focus Cultivates innovation Drives results Accuracy Ability to work under pressure Communication Skills (English and Afrikaans) Flexibility (overtime) Decision making and accountability Computer Skills (MS Office) Attributes Positive, enthusiastic attitude Teamwork Ability to thrive under pressure Honesty, integrity, and respect Turnaround time Closing Date: 12 December 2025 The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. Our commitment to transformation Glacier is committed to excellence and striving towards Employment Equity. The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group\'s Employment Equity plan and targets will be considered as part of the selection process. #J-18808-Ljbffr



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